Story Group

Story Group offers expert financial advice in Christchurch, delivering tailored insurance, KiwiSaver, and investment solutions for individuals. We specialise in personal insurance, KiwiSaver advice, and financial planning in a professional and welcoming environment. Our focus is on providing clear, practical advice without the jargon.

WHO WE ARE:

• We are a team of experienced financial advisors dedicated to helping individuals protect their financial future.
• Our values are built around providing personalised advice, clarity, and commitment to our clients.
• We have extensive experience in the financial services industry, with a deep understanding of insurance, KiwiSaver, and investment products.

WHAT WE DO:

• We provide expert insurance advice to help individuals secure their income, health, and loved ones against the unexpected.
• Our KiwiSaver advice helps individuals choose the right fund for their goals, whether it’s buying their first home or retiring.
• We offer comprehensive financial planning services to help individuals invest wisely and achieve their long-term financial goals.

WHY CHOOSE US:

• We offer personalised advice tailored to each individual’s unique circumstances and goals.
• Our approach is centred around clarity and simplicity, making complex financial concepts easy to understand.
• We are committed to our clients, taking the time to listen and understand their needs to provide the best possible solutions.

FAQ
1. What types of insurance do you offer?
We offer a range of insurance products, including income protection, health insurance, and life insurance, to help individuals protect their financial well-being.

2. How do you help individuals choose the right KiwiSaver fund?
We provide expert advice and guidance to help individuals choose a KiwiSaver fund that aligns with their goals, risk tolerance, and financial situation.

3. What is involved in your financial planning process?
Our financial planning process involves a comprehensive review of an individual’s financial situation, goals, and risk tolerance, followed by the development of a tailored plan to help them achieve their long-term financial objectives.